Skip to content
Disclosery

PRECEDENT WEALTH PARTNERS, LLC: COP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRECEDENT WEALTH PARTNERS, LLC on COP, newest first. How the timeline and the estimate are built.

PRECEDENT WEALTH PARTNERS, LLC held 8,399 COP shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,399 shares
    Change vs previous 13F -74 shares

    0.15% of the 13F portfolio, value $873,157.

    13F-HR 0002008666-26-000007 filed by PRECEDENT WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,473 shares
    Change vs previous 13F -608 shares

    0.22% of the 13F portfolio, value $1,118,508.

    13F-HR 0002008666-26-000003 filed by PRECEDENT WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,081 shares
    Change vs previous 13F -2,073 shares

    0.18% of the 13F portfolio, value $850,028.

    13F-HR 0002008666-26-000001 filed by PRECEDENT WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,154 shares
    Change vs previous 13F -2,499 shares

    0.23% of the 13F portfolio, value $1,055,014.

    13F-HR 0002008666-25-000007 filed by PRECEDENT WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,653 shares
    Change vs previous 13F -1,743 shares

    0.3% of the 13F portfolio, value $1,225,196.

    13F-HR 0002008666-25-000004 filed by PRECEDENT WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,396 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,616,867.

    13F-HR 0002008666-25-000002 filed by PRECEDENT WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).